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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

Dimensional Inflation-Protected Securities ETF logo
$40.62 +0.09 (+0.22%)
As of 10:04 AM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$222.85M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$35.58M
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DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Ares Financial Consulting LLC108,404$4.47M3.1%+3.7%0.400%
7/9/2026 CPA Asset Management Group LLC24,935$1.03M0.3%-83.1%0.092%
7/8/2026 Factor Wealth Management LTD13,040$538K0.1%+41.1%0.048%
7/8/2026 Shearwater Capital LLC39,646$1.64M0.8%-6.8%0.146%
7/8/2026 Apella Capital LLC233,025$9.60M0.1%+2.5%0.860%
5/18/2026Royal Bank of Canada47,986$2.00M0.0%+22.5%0.185%
5/15/2026 Broadhurst Jeffrey B65,967$2.75M2.8%N/A0.255%
5/14/2026 Klingman & Associates LLC26,685$1.11M0.1%-0.9%0.103%
5/14/2026Monograph Wealth Advisors LLC233,375$9.74M0.9%+4.1%0.901%
5/6/2026 Sterling Financial Planning Inc.170,748$7.12M2.1%+10.4%0.659%
5/6/2026 Centennial Bank AR33,380$1.39M0.5%+32.9%0.129%
5/6/2026 Assetmark Inc.70,663$2.95M0.0%-2.0%0.273%
5/6/2026 CPA Asset Management Group LLC147,462$6.15M2.1%-10.9%0.569%
5/5/2026 MB Generational Wealth LLC55,075$2.30M1.3%+15.2%0.213%
5/5/2026 Nwam LLC52,471$2.19M0.1%+4.8%0.203%
5/2/2026 Vestment Financial LLC158,546$6.69M3.4%+2.7%0.612%
4/30/2026 Torren Management LLC913$38K0.0%-40.8%0.004%
4/30/2026 Kestra Advisory Services LLC9,083$379K0.0%+9.5%0.035%
4/30/2026 CFS Investment Advisory Services LLC56,576$2.39M0.2%+4.9%0.218%
4/29/2026 Core Wealth Management Inc.253,735$10.59M3.2%+5.4%0.980%
4/28/2026 Planning Center Inc.1,058,790$44.17M4.5%+4.1%4.088%
4/28/2026 Berger Financial Group Inc4,817$201K0.0%N/A0.019%
4/27/2026Financial Plan Inc.193,415$8.07M0.9%+31.7%0.750%
4/24/2026 Root Financial Partners LLC10,711$447K0.0%-8.9%0.042%
4/23/2026 Forum Financial Management LP163,359$6.82M0.1%-0.4%0.633%
4/23/2026 Coston McIsaac & Partners16,567$691K0.2%-4.0%0.064%
4/22/2026 Aspire Private Capital LLC11,559$482K0.1%-11.7%0.045%
4/22/2026 Foundry Financial LLC119,478$4.99M2.1%+97.9%0.463%
4/21/2026 BCU Wealth Advisors LLC116,000$4.84M1.8%+2.7%0.450%
4/21/2026 KFG Wealth Management LLC255,045$10.64M1.4%+10.1%0.989%
4/20/2026 Factor Wealth Management LTD9,244$386K0.1%N/A0.036%
4/20/2026 Apella Capital LLC227,411$9.59M0.1%+20.5%0.881%
4/17/2026 Krilogy Financial LLC144,234$6.07M0.2%+4.3%0.559%
4/17/2026 Stewardship Advisors LLC9,829$410K0.1%+5.1%0.038%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.110,231$4.60M1.3%-40.0%0.427%
3/2/2026 Amicus Financial Advisors LLC48,084$2.00M0.6%N/A0.188%
2/24/2026 TRU Independence Asset Management 2 LLC12,167$506K0.3%-12.9%0.048%
2/19/2026 Axxcess Wealth Management LLC33,194$1.38M0.0%N/A0.130%
2/18/2026Beacon Pointe Advisors LLC1,133,875$47.12M0.3%+6,458.4%4.429%
2/18/2026 EP Wealth Advisors LLC7,086$294K0.0%N/A0.028%
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2/18/2026 Centennial Bank AR25,122$1.04M0.4%+5.5%0.098%
2/17/2026Equitable Holdings Inc.40,818$1.70M0.0%-1.9%0.159%
2/17/2026Osaic Holdings Inc.10,247$426K0.0%+98.3%0.040%
2/17/2026 AWM Capital LLC84,892$3.53M0.3%+9.1%0.332%
2/17/2026 Hill Investment Group Partners LLC802,608$33.35M4.0%+0.3%3.135%
2/17/2026 Donalies Financial Planning LLC12,812$532K0.5%N/A0.050%
2/17/2026Royal Bank of Canada39,169$1.63M0.0%+57.0%0.153%
2/13/2026 Kestra Advisory Services LLC8,298$345K0.0%+72.9%0.032%
2/13/2026CreativeOne Wealth LLC31,752$1.32M0.0%+32.1%0.124%
2/13/2026 Stifel Financial Corp5,433$226K0.0%N/A0.021%
2/13/2026Balanced Rock Investment Advisors LLC59,543$2.47M1.8%+5.8%0.233%
2/13/2026Monograph Wealth Advisors LLC224,135$9.31M0.9%+1.8%0.876%
2/12/2026Jane Street Group LLC21,256$883K0.0%+39.6%0.083%
2/12/2026HRT Financial LP7,738$321K0.0%N/A0.030%
2/12/2026 Commonwealth Equity Services LLC42,143$1.75M0.0%-7.2%0.165%
2/12/2026 StoneX Group Inc.10,496$436K0.0%N/A0.041%
2/12/2026 Altiora Financial Group LLC78,596$3.27M0.6%-4.4%0.307%
2/12/2026 Great Valley Advisor Group Inc.7,298$303K0.0%-7.9%0.029%
2/11/2026 Focus Partners Advisor Solutions LLC10,104$420K0.0%-58.2%0.039%
2/11/2026 LPL Financial LLC24,092$1.00M0.0%+40.6%0.094%
2/11/2026 Curio Wealth LLC14,974$623K0.2%-12.8%0.058%
2/11/2026 Vise Technologies Inc.8,615$358K0.0%N/A0.034%
2/10/2026 Greenspring Advisors LLC16,032$666K0.0%N/A0.063%
2/10/2026Goldman Sachs Group Inc.112,720$4.68M0.0%-5.0%0.440%
2/10/2026 Root Financial Partners LLC11,760$489K0.0%-19.9%0.046%
2/10/2026 Savant Capital LLC241,114$10.02M0.1%+1.7%0.942%
2/10/2026 CFS Investment Advisory Services LLC53,941$2.24M0.2%+9.0%0.211%
2/10/2026Foundations Investment Advisors LLC13,467$560K0.0%+12.4%0.053%
2/9/2026 Harbour Investments Inc.902$37K0.0%+645.5%0.004%
2/6/2026 Geometric Wealth Advisors525,921$21.86M2.8%+0.9%2.054%
2/6/2026 Axxcess Wealth Management LLC33,194$1.38M0.0%N/A0.130%
2/6/2026 Prevail Innovative Wealth Advisors LLC33,840$1.41M0.3%N/A0.132%
2/6/2026Larson Financial Group LLC119,284$4.96M0.2%-7.3%0.466%
2/6/2026 Envestnet Portfolio Solutions Inc.9,023$375K0.0%-2.7%0.035%
2/5/2026 Kane Co Wealth Management Inc.10,583$440K0.4%N/A0.041%
2/5/2026 Yardley Wealth Management LLC270,023$11.22M6.0%+13.2%1.055%
2/5/2026 Allworth Financial LP26,187$1.09M0.0%+1.2%0.102%
2/4/2026 Nwam LLC50,056$2.08M0.1%+15.8%0.196%
2/3/2026 New Dimensions Wealth Management LLC226,896$9.43M8.1%+5.3%0.890%
2/3/2026 Coston McIsaac & Partners17,253$716K0.2%+137.4%0.068%
2/3/2026 Plan Group Financial LLC40,442$1.68M0.4%-38.9%0.159%
2/2/2026 Truist Financial Corp39,862$1.66M0.0%+325.6%0.156%
2/2/2026 Composition Wealth LLC7,533$313K0.0%-5.2%0.030%
2/2/2026 Planning Center Inc.1,016,625$42.25M4.3%+13.2%3.987%
1/30/2026 BCU Wealth Advisors LLC112,903$4.69M1.8%+8.7%0.443%
1/30/2026 Torren Management LLC1,541$64K0.0%N/A0.006%
1/30/2026 Ares Financial Consulting LLC99,250$4.12M3.8%N/A0.389%
1/30/2026Exencial Wealth Advisors LLC44,617$1.85M0.1%+4.1%0.175%
1/29/2026 Porter White Investment Advisors Inc.89,362$3.71M1.5%+21.6%0.352%
1/29/2026 Concord Wealth Partners2,980$124K0.0%+150.4%0.012%
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1/29/2026 Klingman & Associates LLC26,933$1.12M0.1%-8.5%0.106%
1/28/2026 First Financial Group Corp7,140$297K0.3%+14.8%0.028%
1/28/2026 Rather & Kittrell Inc.505,517$21.01M3.4%+13.8%1.990%
1/28/2026 Core Wealth Management Inc.240,688$10.00M3.1%+4.2%0.948%
1/28/2026Financial Plan Inc.146,870$6.10M0.7%N/A0.578%
1/28/2026 City State Bank38,400$1.60M0.4%+216.0%0.151%
1/27/2026 Sterling Financial Planning Inc.154,691$6.43M1.9%+11.2%0.609%
1/27/2026Elevate Wealth Advisory Inc.2,402$100K0.1%+23.0%0.009%
1/27/2026 Krilogy Financial LLC138,286$5.77M0.2%+6.9%0.544%
1/27/2026 Vestia Personal Wealth Advisors33,260$1.38M0.7%+1.7%0.131%


DFIP Institutional Ownership - Frequently Asked Questions

During the previous two years, 168 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Beacon Pointe Advisors LLC ($47.12M), Heirloom Wealth Management ($45.55M), Planning Center Inc. ($44.17M), Hemington Wealth Management ($38.55M), Hill Investment Group Partners LLC ($33.35M), Geometric Wealth Advisors ($21.86M), and Rather & Kittrell Inc. ($21.01M).Learn more on Dimensional Inflation-Protected Securities ETF's institutional investors.

Of the 156 institutional investors that purchased Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Pointe Advisors LLC ($1.12M), Hemington Wealth Management ($727.79K), Insight Wealth Strategies LLC ($449.08K), Pinney & Scofield Inc. ($443.29K), Fortitude Family Office LLC ($428.49K), Scratch Capital LLC ($318.50K), and Planning Center Inc. ($314.43K).

Institutional investors have bought a total of 5,326,498 shares in the last 24 months. This purchase volume represents approximately $222.85M in transactions.

Of the 40 institutional investors that sold Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CPA Asset Management Group LLC ($407.11K), Forum Financial Management LP ($76.87K), Henrickson Nauta Wealth Advisors Inc. ($73.62K), Larson Financial Group LLC ($63.75K), Plan Group Financial LLC ($57.93K), Saxony Capital Management LLC ($46.32K), and Focus Partners Advisor Solutions LLC ($21.01K).

Institutional investors have sold a total of 853,282 shares in the last 24 months. This volume of shares sold represents approximately $35.58M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFIP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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